Means Investment Co., Inc. Ishare Morningstar Mid Cap Gro Transaction History

Means Investment Co., Inc.

$931 Million
Q4 2024

A detailed history of Means Investment Co., Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Means Investment Co., Inc. holds 5,534 shares of IMCG stock, worth $439,288. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,534

Previous 4,599 20.33%

Holding current value

$439,288

Previous $335,000 24.48%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$72.18 - $81.41 $67,488 - $76,118	935 Added 20.33%	5,534 $417,000
Q3 2024 Oct 18, 2024	BUY	$65.15 - $72.97 $19,805 - $22,182	304 Added 7.08%	4,599 $335,000
Q2 2024 Jul 19, 2024	SELL	$65.46 - $70.15 $6,415 - $6,874	-98 Reduced 2.23%	4,295 $290,000
Q1 2024 Apr 17, 2024	BUY	$62.4 - $70.68 $16,099 - $18,235	258 Added 6.24%	4,393 $310,000
Q4 2023 Jan 25, 2024	BUY	$53.24 - $64.9 $220,147 - $268,361	4,135 New	4,135 $266,000

Others Institutions Holding IMCG

# of Institutions

347

Shares Held

17.7M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Means Investment Co., Inc. Ishare Morningstar Mid Cap Gro Transaction History